SFA
Sequoia Financial Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Buy |
594,959
+41,132
| +7% | +$7.3M | 0.72% | 28 |
|
|
2025
Q1 | $86.5M | Buy |
553,827
+13,734
| +3% | +$2.15M | 0.67% | 30 |
|
|
2024
Q4 | $103M | Buy |
540,093
+14,375
| +3% | +$2.74M | 0.99% | 16 |
|
|
2024
Q3 | $87.9M | Buy |
525,718
+22,695
| +5% | +$3.79M | 0.94% | 19 |
|
|
2024
Q2 | $92.3M | Buy |
503,023
+10,784
| +2% | +$1.98M | 1.11% | 15 |
|
|
2024
Q1 | $74.9M | Sell |
492,239
-12,363
| -2% | -$1.88M | 0.93% | 22 |
|
|
2023
Q4 | $71.1M | Buy |
504,602
+218,297
| +76% | +$30.8M | 0.88% | 23 |
|
|
2023
Q3 | $37.7M | Buy |
286,305
+21,139
| +8% | +$2.79M | 0.66% | 33 |
|
|
2023
Q2 | $32.1M | Buy |
265,166
+37,922
| +17% | +$4.59M | 0.55% | 35 |
|
|
2023
Q1 | $23.6M | Buy |
227,244
+21,066
| +10% | +$2.19M | 0.53% | 35 |
|
|
2022
Q4 | $18.3M | Buy |
206,178
+68,134
| +49% | +$6.05M | 0.45% | 40 |
|
|
2022
Q3 | $13.3M | Buy |
138,044
+130,890
| +1,830% | +$12.6M | 0.42% | 43 |
|
|
2022
Q2 | $15.6M | Buy |
7,154
+131
| +2% | +$287K | 0.44% | 38 |
|
|
2022
Q1 | $19.6M | Buy |
7,023
+816
| +13% | +$2.28M | 0.49% | 35 |
|
|
2021
Q4 | $18M | Buy |
6,207
+4,185
| +207% | +$12.1M | 0.49% | 33 |
|
|
2021
Q3 | $5.39M | Sell |
2,022
-3,147
| -61% | -$8.39M | 0.55% | 33 |
|
|
2021
Q2 | $13M | Buy |
5,169
+658
| +15% | +$1.65M | 0.47% | 37 |
|
|
2021
Q1 | $9.33M | Buy |
4,511
+42
| +0.9% | +$86.9K | 0.39% | 43 |
|
|
2020
Q4 | $7.83M | Buy |
4,469
+46
| +1% | +$80.6K | 0.36% | 47 |
|
|
2020
Q3 | $6.5M | Buy |
4,423
+153
| +4% | +$225K | 0.34% | 49 |
|
|
2020
Q2 | $6.04M | Sell |
4,270
-1,021
| -19% | -$1.44M | 0.36% | 42 |
|
|
2020
Q1 | $6.15M | Buy |
5,291
+119
| +2% | +$138K | 0.45% | 29 |
|
|
2019
Q4 | $6.92M | Buy |
5,172
+101
| +2% | +$135K | 0.44% | 30 |
|
|
2019
Q3 | $6.18M | Sell |
5,071
-161
| -3% | -$196K | 0.45% | 29 |
|
|
2019
Q2 | $5.66M | Buy |
5,232
+78
| +2% | +$84.3K | 0.42% | 33 |
|
|
2019
Q1 | $6.05M | Buy |
5,154
+76
| +1% | +$89.2K | 0.5% | 29 |
|
|
2018
Q4 | $5.26M | Buy |
5,078
+3,965
| +356% | +$4.11M | 0.61% | 31 |
|
|
2018
Q3 | $1.33M | Sell |
1,113
-66
| -6% | -$78.7K | 0.13% | 98 |
|
|
2018
Q2 | $1.32M | Sell |
1,179
-102
| -8% | -$114K | 0.14% | 94 |
|
|
2018
Q1 | $1.32M | Buy |
1,281
+119
| +10% | +$123K | 0.14% | 94 |
|
|
2017
Q4 | $1.22M | Buy |
1,162
+40
| +4% | +$41.9K | 0.13% | 103 |
|
|
2017
Q3 | $1.08M | Buy |
1,122
+32
| +3% | +$30.7K | 0.13% | 101 |
|
|
2017
Q2 | $991K | Sell |
1,090
-65
| -6% | -$59.1K | 0.12% | 108 |
|
|
2017
Q1 | $958K | Sell |
1,155
-25
| -2% | -$20.7K | 0.12% | 105 |
|
|
2016
Q4 | $911K | Buy |
1,180
+217
| +23% | +$168K | 0.13% | 109 |
|
|
2016
Q3 | $749K | Sell |
963
-422
| -30% | -$328K | 0.14% | 98 |
|
|
2016
Q2 | $959K | Buy |
1,385
+519
| +60% | +$359K | 0.27% | 75 |
|
|
2016
Q1 | $645K | Sell |
866
-79
| -8% | -$58.8K | 0.21% | 83 |
|
|
2015
Q4 | $717K | Sell |
945
-5,834
| -86% | -$4.43M | 0.29% | 72 |
|
|
2015
Q3 | $4.3M | Buy |
6,779
+4,863
| +254% | +$3.08M | 1.87% | 14 |
|
|
2015
Q2 | $1.01M | Buy |
1,916
+474
| +33% | +$251K | 0.43% | 55 |
|
|
2015
Q1 | $794K | Buy |
1,442
+205
| +17% | +$113K | 0.36% | 65 |
|
|
2014
Q4 | $654K | Sell |
1,237
-15
| -1% | -$7.93K | 0.45% | 58 |
|
|
2014
Q3 | $730K | Sell |
1,252
-105
| -8% | -$61.2K | 0.51% | 48 |
|
|
2014
Q2 | $787K | Buy |
1,357
+726
| +115% | +$421K | 0.6% | 40 |
|
|
2014
Q1 | $703K | Sell |
631
-76
| -11% | -$84.7K | 0.59% | 42 |
|
|
2013
Q4 | $792K | Buy |
+707
| New | +$792K | 0.66% | 35 |
|